Broadcom Inc.
AVGO- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001730168
In the last 90 days, Broadcom Inc. insiders filed 0 open-market purchases and 4 sales; 4,854 institutions reported holding it in 13F filings for Q2 2026, worth $1.40T in total; 7 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q3 2021
Institutional positions in Broadcom Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,757
- +56 vs. Q2 2021
- Shares held
- 334.3M
- +372.1K (+0.1%) vs. Q2 2021
- Total value
- $162.1B
- +$2.95B (+1.9%) vs. Q2 2021
- New holders
- 132
- 844 more added
- Sold out
- 76
- 558 more reduced
22 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,854 | $1.40T |
| Q1 2026 | 4,707 | $1.12T |
| Q4 2025 | 4,730 | $1.27T |
| Q3 2025 | 4,296 | $1.17T |
| Q2 2025 | 4,091 | $996.4B |
| Q1 2025 | 3,826 | $597.5B |
| Q4 2024 | 3,919 | $828.2B |
| Q3 2024 | 3,418 | $605.9B |
| Q2 2024 | 3,280 | $561.2B |
| Q1 2024 | 3,071 | $469.0B |
| Q4 2023 | 2,879 | $398.6B |
| Q3 2023 | 2,466 | $277.0B |
| Q2 2023 | 2,394 | $287.4B |
| Q1 2023 | 2,209 | $214.8B |
| Q4 2022 | 2,146 | $189.1B |
| Q3 2022 | 2,013 | $148.9B |
| Q2 2022 | 2,002 | $158.2B |
| Q1 2022 | 2,058 | $207.4B |
| Q4 2021 | 2,026 | $222.0B |
| Q3 2021 | 1,757 | $162.1B |
| Q2 2021 | 1,723 | $159.3B |
| Q1 2021 | 1,691 | $156.4B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 1,152 | $559.0K | 0.30% | +164+16.6% | Added |
| Waldron Private Wealth LLC | 1,153 | $559.0K | 0.03% | +220+23.6% | Added |
| Capital Asset Advisory Services LLC | 1,162 | $563.0K | 0.06% | +100+9.4% | Added |
| Valley Brook Capital Group | 1,165 | $564.0K | 0.56% | +90+8.4% | Added |
| Evermay Wealth Management LLC | 1,172 | $568.0K | 0.11% | +15+1.3% | Added |
| Heritage Trust Co | 1,172 | $568.0K | 0.08% | +719+158.7% | Added |
| International Assets Investment Management, LLC | 1,173 | $569.0K | 0.10% | +177+17.8% | Added |
| Amussen Hunsaker Associates LLC | 1,177 | $571.0K | 0.16% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,182 | $573.0K | 0.21% | −125−9.6% | Reduced |
| Altus Wealth Group LLC | 1,184 | $574.0K | 0.57% | +112+10.4% | Added |
| Ausdal Financial Partners, Inc. | 1,187 | $576.0K | 0.09% | +41+3.6% | Added |
| Focus Financial Network, Inc. | 1,192 | $577.9K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,192 | $578.0K | 0.10% | −40−3.2% | Reduced |
| BlueCrest Capital Management Ltd | 1,191 | $578.0K | 0.03% | +1,191 | New |
| Gilman Hill Asset Management, LLC | 1,194 | $579.0K | 0.15% | −60−4.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,200 | $581.0K | 0.13% | −180−13.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,198 | $581.0K | 0.19% | +92+8.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,200 | $582.0K | 0.01% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 1,214 | $588.7K | 0.01% | +1,214 | New |
| BSW Wealth Partners | 1,219 | $591.0K | 0.17% | +34+2.9% | Added |
| Empowered Funds, LLC | 1,221 | $592.0K | 0.08% | +517+73.4% | Added |
| Patron Partners Advisors, LLC | 1,224 | $593.0K | 0.44% | +9+0.7% | Added |
| Financial Advisory Service, Inc. | 1,224 | $593.0K | 0.06% | +706+136.3% | Added |
| New Jersey Better Educational Savings Trust | 1,225 | $594.0K | 1.18% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,227 | $594.0K | 0.02% | +13+1.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,229 | $596.0K | 0.22% | +149+13.8% | Added |
| JB Capital LLC | 1,229 | $596.0K | 0.08% | +1,229 | New |
| Calton & Associates, Inc. | 1,236 | $599.0K | 0.13% | +503+68.6% | Added |
| Geneva Partners, LLC | 1,241 | $602.0K | 0.30% | +1,241 | New |
| Symphony Financial, Ltd. Co. | 1,235 | $605.0K | 0.21% | −558−31.1% | Reduced |
| Proficio Capital Partners LLC | 1,248 | $605.0K | 0.08% | −16−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,247 | $605.0K | 0.17% | +16+1.3% | Added |
| First Quadrant L P | 1,247 | $605.0K | 0.07% | +682+120.7% | Added |
| Almanack Investment Partners, LLC. | 1,251 | $607.0K | 0.05% | +188+17.7% | Added |
| Defined Wealth Management, LLC | 1,258 | $610.0K | 0.54% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 739 | $610.0K | 0.03% | −272−26.9% | Reduced |
| Bailard, Inc. | 1,272 | $617.0K | 0.02% | +134+11.8% | Added |
| Coldstream Capital Management Inc | 1,697 | $618.0K | 0.03% | −474−21.8% | Reduced |
| Ami Asset Management Corp | 1,274 | $618.0K | 0.03% | +292+29.7% | Added |
| Summit Financial Wealth Advisors, LLC | 1,280 | $621.0K | 0.14% | +25+2.0% | Added |
| Covenant Multifamily Offices, LLC | 1,282 | $622.0K | 0.11% | −467−26.7% | Reduced |
| Ballentine Partners, LLC | 1,281 | $622.0K | 0.02% | −1−0.1% | Reduced |
| Avestar Capital, LLC | 1,283 | $622.0K | 0.12% | +39+3.1% | Added |
| Brown Advisory Securities, LLC | 1,286 | $623.0K | 0.18% | −1,441−52.8% | Reduced |
| Biltmore Family Office, LLC | 1,292 | $627.0K | 0.15% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,299 | $630.0K | 0.05% | −700−35.0% | Reduced |
| Wellington Shields & Co., LLC | 1,300 | $630.0K | 0.22% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,298 | $631.0K | 0.13% | +178+15.9% | Added |
| Cooper Financial Group | 1,308 | $634.0K | 0.13% | +59+4.7% | Added |
| Lyell Wealth Management, LP | 1,312 | $636.0K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,314 | $637.0K | 0.06% | −11−0.8% | Reduced |
| NewEdge Wealth, LLC | 1,315 | $638.0K | 0.04% | +2+0.2% | Added |
| Savant Capital, LLC | 1,320 | $640.0K | 0.02% | +60+4.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,325 | $642.0K | 0.09% | −20−1.5% | Reduced |
| Magnolia Capital Advisors LLC | 1,328 | $644.0K | 0.22% | +122+10.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,332 | $646.0K | 0.04% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,333 | $646.0K | 0.34% | +15+1.1% | Added |
| Traynor Capital Management, Inc. | 1,336 | $647.0K | 0.09% | +77+6.1% | Added |
| Hillsdale Investment Management Inc. | 1,339 | $649.0K | 0.05% | −70−5.0% | Reduced |
| Telemus Capital, LLC | 1,341 | $650.0K | 0.06% | −28−2.0% | Reduced |
| Nikulski Financial, Inc. | 1,343 | $651.0K | 0.30% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,347 | $653.0K | 0.14% | −4−0.3% | Reduced |
| Harbour Investment Management LLC | 1,347 | $653.0K | 0.33% | −9−0.7% | Reduced |
| Cohen & Steers, Inc. | 1,358 | $659.0K | 0.00% | −109−7.4% | Reduced |
| Camarda Financial Advisors, LLC | 1,360 | $660.0K | 0.44% | −370−21.4% | Reduced |
| Thomas White International Ltd | 1,360 | $660.0K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,364 | $661.0K | 0.10% | −393−22.4% | Reduced |
| Covenant Asset Management, LLC | 1,364 | $661.0K | 0.20% | +32+2.4% | Added |
| Sound Financial Strategies Group, LLC | 1,363 | $661.0K | 0.33% | +42+3.2% | Added |
| Henshaw Capital LLC | 1,370 | $664.4K | 0.04% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,371 | $665.0K | 0.15% | −467−25.4% | Reduced |
| South Shore Capital Advisors | 1,371 | $665.0K | 1.22% | −14−1.0% | Reduced |
| Montecito Bank & Trust | 1,380 | $669.0K | 0.13% | +821+146.9% | Added |
| Carolinas Wealth Consulting LLC | 1,391 | $674.0K | 0.16% | −72−4.9% | Reduced |
| NewSquare Capital LLC | 1,395 | $676.0K | 0.08% | −20−1.4% | Reduced |
| Goodwin Daniel L | 1,400 | $678.0K | 0.31% | −100−6.7% | Reduced |
| ICW Investment Advisors LLC | 1,400 | $679.0K | 0.44% | +56+4.2% | Added |
| Boston Financial Mangement LLC | 1,406 | $682.0K | 0.03% | −11−0.8% | Reduced |
| Crumly & Associates Inc. | 1,409 | $683.0K | 0.32% | +19+1.4% | Added |
| Hartford Financial Management Inc. | 1,410 | $684.0K | 0.17% | +110+8.5% | Added |
| Cornerstone Advisory, LLC | 1,417 | $688.0K | 0.11% | +153+12.1% | Added |
| Mather Group, LLC. | 1,422 | $689.0K | 0.02% | −2−0.1% | Reduced |
| Ferris Capital, LLC | 1,241 | $689.0K | 0.15% | +1,241 | New |
| Unio Capital LLC | 1,424 | $691.0K | 0.31% | +429+43.1% | Added |
| PEAK6 Investments LLC | 1,428 | $692.0K | 0.01% | −13,980−90.7% | Reduced |
| Meristem Family Wealth, LLC | 1,426 | $692.0K | 0.07% | +781+121.1% | Added |
| AlphaMark Advisors, LLC | 1,436 | $696.0K | 0.25% | +57+4.1% | Added |
| Marshall Financial Group LLC | 1,441 | $699.0K | 0.36% | −28−1.9% | Reduced |
| Little House Capital LLC | 1,441 | $699.0K | 0.41% | +1,441 | New |
| Navalign, LLC | 1,445 | $701.0K | 0.30% | +42+3.0% | Added |
| AMG National Trust Bank | 1,463 | $709.0K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,463 | $710.0K | 0.40% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,470 | $713.0K | 0.11% | +115+8.5% | Added |
| Bryn Mawr Trust Co | 1,481 | $718.0K | 0.03% | −692−31.8% | Reduced |
| Childress Capital Advisors, LLC | 1,487 | $721.0K | 0.29% | +431+40.8% | Added |
| Community Bank & Trust, Waco, Texas | 1,498 | $726.0K | 0.24% | +69+4.8% | Added |
| Navellier & Associates Inc | 1,502 | $729.0K | 0.11% | +21+1.4% | Added |
| Trust Co of Vermont | 1,506 | $730.0K | 0.05% | +5+0.3% | Added |
| Frontier Wealth Management LLC | 1,510 | $732.0K | 0.05% | +371+32.6% | Added |
| Wintrust Investments LLC | 1,524 | $739.0K | 0.10% | +210+16.0% | Added |